Excel For Mac 2016 Document Inspector

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Lesson 26: Inspecting and Protecting Workbooks

When you insert Excel data into Word, decide whether to link the Excel worksheet to the document or embed it. Instructions in this article apply to Excel for Microsoft 365, Excel 2019, Excel 2016, Excel 2013, Excel 2010, Excel 2019 for Mac, Excel 2016 for Mac, Excel for Mac 2011, Word for Microsoft 365, Word 2019, Word 2016, Word 2013, Word. Working with Files and Folders (Mac) Problems with Apple’s sandbox requirements and Mac Office 2016 and up with VBA code. Get path of Special folder. Check if File or Directory Exists. Make Directory if it not exist. Copy Folder in Microsoft Office for the Mac with VBA. Use VBA Kill to delete files. Use VBA to Delete all files in folder. Collaborate for free with an online version of Microsoft Excel. Save spreadsheets in OneDrive. Share them with others and work together at the same time.

The Document Inspector gives users an easy way to examine documents for personal or sensitive information, text phrases, and other document contents. They can use the Document Inspector to remove unwanted information; for example, before distributing a document.

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Introduction

Excel for mac 2016 document inspector pdf

Before sharing a workbook, you'll want to make sure it doesn't include any spelling errors or information you want to keep private. Fortunately, Excel includes several tools to help finalize and protect your workbook, including DocumentInspector and the Protect Workbook feature.

Optional: Download our practice workbook.

Watch the video below to learn more about inspecting and protecting workbooks.

Document Inspector

Whenever you create or edit a workbook, certain personal information may be added to the file automatically. You can use Document Inspector to remove this information before sharing a workbook with others.

Because some changes may be permanent, it's a good idea to save an additional copy of your workbook before using the Document Inspector to remove information.

To use Document Inspector:

  1. Click the File tab to access Backstage view.
  2. From the Info pane, click Check for Issues, then select InspectDocument from the drop-down menu.
  3. You may be prompted to save your file before running Document Inspector.
  4. Document Inspector will appear. Check or uncheck boxes, depending on the content you want to review, then click Inspect. In our example, we'll leave everything selected.
  5. The inspectionresults will appear. In our example, we can see that our workbook contains comments and some personal information, so we'll click Remove All on both items to remove this information from the workbook.
  6. When you're done, click Close.

Protecting your workbook

By default, anyone with access to your workbook will be able to open, copy, and edit its content unless you protect it. There are many different ways to protect a workbook, depending on your needs.

To protect your workbook:

  1. Click the File tab to access Backstage view.
  2. From the Info pane, click the Protect Workbook command.
  3. In the drop-down menu, choose the option that best suits your needs. In our example, we'll select Markas Final. Marking your workbook as final is a good way to discourage others from editing the workbook, while the other options give you even more control if needed.
  4. A dialog box will appear, prompting you to save. Click OK.
  5. Another dialog box will appear. Click OK.
  6. The workbook will be marked as final.

Marking a workbook as final will not prevent others from editing it. If you want to prevent people from editing it, you can use the Restrict Access option instead.

Challenge!

  1. Open our practice workbook.
  2. Use Document Inspector to check the workbook and remove anything it finds.
  3. Protect the workbook by Marking As Final.
  4. When you're finished, your workbook should look something like this:

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Lesson 27: Inspecting and Protecting Documents

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Introduction

Before sharing a document, you'll want to make sure it doesn't include any information you want to keep private. You may also want to discourage others from editing your file. Fortunately, Word includes several tools to help inspect and protect your document.

Optional: Download our practice document.

Watch the video below to learn more about finalizing your documents.

Document Inspector

Whenever you create or edit a document, certain personal information may be added to the file automatically—for example, information about the document's author. You can use Document Inspector to remove this type of information before sharing a document with others.

Because some changes may be permanent, it's a good idea to use Save As to create a backup copy of your document before using Document Inspector.

To use Document Inspector:

  1. Click the File tab to go to Backstage view.
  2. From the Info pane, click Check for Issues, then select InspectDocument from the drop-down menu.
  3. Document Inspector will appear. Check or uncheck the boxes, depending on the content you want to review, then click Inspect. In our example, we'll leave everything selected.
  4. The inspection results will show an exclamation mark for any categories where it found potentially sensitive data, and it will also have a Remove All button for each of these categories. Click Remove All to remove the data.
  5. When you're done, click Close.

Protecting your document

By default, anyone with access to your document will be able to open, copy, and edit its content unless you protect it. There are several ways to protect a document, depending on your needs.

To protect your document:

  1. Click the File tab to go to Backstage view.
  2. From the Info pane, click the Protect Document command.
  3. In the drop-down menu, choose the option that best suits your needs. In our example, we'll select Markas Final. Marking your document as final is a good way to discourage others from editing the file, while other options give you more control if you need it.
  4. A dialog box will appear prompting you to save. Click OK.
  5. Another dialog box will appear. Click OK.
  6. The document will be marked as final. Whenever others open the file, a bar will appear at the top to discourage them from editing the document.


Marking a document as final will not actually prevent others from editing it because they can just select Edit Anyway. If you want to prevent people from editing the document, you can use the Restrict Access option instead.

Challenge!

  1. Open our practice document. If you opened our practice document in order to follow along with the lesson, be sure to download a fresh copy by clicking the link again.
  2. Use Document Inspector to check and remove any hidden information.
  3. Protect the document by marking it as final.

  4. When you're finished, the top of your page should look something like this:

Excel 2016 Document Inspector

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